OK365 Field Sales

With OK365 Field Sales app, you can optimize customers visit by effectively managing routes, deliver goods and issue invoice in an instant, accurately checks customer balances, collect cash or cheques from them and issue a receipt right away and seamlessly updates the data back to your Microsoft Dynamics 365 Business Central.

Does your sales person have trouble with all the paper works for their daily field sales?

Is checking real-time customer balance and real-time inventory stock time consuming for your sales person?

Do you need a real-time update for your daily field sales, inventory and cash collection to your Dynamics 365 Business Central?

Performing daily field sales, managing routes and updating real time data to back office can be challenging. OK365 Field Sales app makes all these processes simple with just a few clicks with your mobile phone or tablet.

Features and Benefits

• Multi-Stop Route Planning
• Sequence assignment for Speedy Route
• Schedule daily route for salesperson/driver

• Easy mobile apps user setup
• Role based access management

• Daily Planning and Stock suggestion by Route
• Realtime Stock update upon sales
• Perform Stock Transfer and Stock Take by Route

• Personalized Dash Boards for Daily Sales by Route
• Auto generate Cash Receipt Journals by Route
• Payment to Invoice Application upon cash collection
• Reconciliation report for Daily Cash Collection for the End of Day Process

Field Sales App

• Instant Order Taking, Delivery and Issuing Invoice to customers
• Delivering and Issuing Invoice for pre-orders created
• Cash collection and Issuing Receipt for Outstanding Invoices
• Electronic Signature
• Sign Invoice and Cash Receipts from Mobile device
• Realtime update on prices and stock availability and Real time update back to Dynamics 365 Business Central
• Easy Sales Return Handling
• Seamless Integration with Dynamics 365 Business Central via webservices
• Multi-Language capability
• User friendly Interface for fast adaptability
• Supports IOS and Android
• Supports portable printer for receipt printing
• Online support

• Singapore